As a Senior Private Banker at BMO Private Wealth I advise professionals, business owners and executives on structuring transactions (both basic and complex) and navigating intricate financial situations. I place a great deal of value in guiding my clients towards the achievement of their financial objectives while affording them the ability to dedicate more time to the people and activities they cherish most. To that end, I'm extremely fortunate to be surrounded by a world-class team of BMO Private Wealth professionals that offer unparalleled advice, service and convenience. From the day-to-day to the most specialized needs, we take a holistic approach to design a customized and integrated wealth plan for you and your loved ones. Things change which is why we regularly revisit this plan to ensure that it adapts as you and your family transition throughout life.
By delivering exceptional personalized service, my goal is to develop relationships that are filled with trust and last a lifetime.
Your financial security
Assisting your parents
Assisting your children or grandchildren
Power of attorney
Disability income
Survivor Income
Your personal healthcare
Your overall savings strategy
Customized portfolio strategies
More involved in investment decisions
Less involved in investment decisions
Your retirement lifestyle plan
Your income options in retirement
Your company pension options
Transitioning away from your business
Distributing your assets
Your will and trusts
Preserving your estate
Your giving strategy
Charitable Giving
Private foundations
Donor advised funds